In this insightful episode, Aden & David sit down with Denise Cheng from Equity Trustees, the National Manager of Active Philanthropy. She shares her expertise on the transformative world of structured giving and philanthropy.
Denise delves into the cultural differences in giving between Australia, the US, and the UK, explains the accessibility of structured giving vehicles, and explores the key reasons that motivate people to engage in purposeful giving, from tax benefits to the desire to create a lasting legacy.
- (00:26 – 02:25) Denise on her career journey
- (02:53 – 07:47) Explanation of philanthropy and structured giving
- (07:47 – 12:21) How structured giving can bring families together
- (12:21 – 17:16) Connecting families with aligned philanthropic causes and witnessing the impact of their donations
- (17:36 – 21:48) The process of helping clients find the right causes and charities to support
- (21:48 – 24:22) Explore structured giving even with modest means
